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Quant Mid Cap Fund vs Sundaram Mid Cap Fund Regular Plan compare
Sundaram Mid Cap Fund Regular Plan - Growth
Quant Mid Cap Fund-Growth
Chart Comparison
Overview
| Scheme Name | Sundaram Mid Cap Fund Regular Plan - Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| Fund | Sundaram Mid Cap Fund Regular Plan - Growth | Quant Mid Cap Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹11638 Cr | ₹8608 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 19 Jul 2002 | 21 Mar 2001 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 45% | % |
| Expense Ratio | 1.77 | 1.75 |
| Manager | Ratish Varier | Sanjeev Sharma |
| ISIN Code | INF903J01173 | INF966L01176 |
| Exits Load | Sundaram Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant Mid Cap Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Sundaram Mid Cap Fund Regular Plan - Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| 1 Month | 4.42% | 1.7% |
| 6 Month | -3.8% | -3.93% |
| 1 Year | 8.1% | -11.14% |
| 3 Year | 29.33% | 24.23% |
| 5 Year | 29.48% | 32.56% |
SIP Return Analysis
| Scheme Name | Sundaram Mid Cap Fund Regular Plan - Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 10.04% | 6.29% |
| 1 Year | 8.7% | -2.93% |
| 3 Year | 24.63% | 16.94% |
| 5 Year | 24.01% | 22.55% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Mid Cap Fund Regular Plan - Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 20.98% | 12.31% |
| 3 Year | 18.62% | 11.76% |
| 5 Year | 18.81% | 10.55% |
Risk Management
| Scheme Name | Sundaram Mid Cap Fund Regular Plan - Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 16.453% | 17.376% |
| Sharp | 0.764% | 0.838% |
| Beta | 0.915% | 0.924% |
| Alpha | 0.528% | 0.658% |
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Fund Managers
| Scheme Name | Sundaram Mid Cap Fund Regular Plan - Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| Name | Ratish Varier | Sanjeev Sharma |
| Total AUM | ₹12102 Cr | ₹39731 Cr |
| Funds Managed | 3 | 22 |
| Sundaram Mid Cap Fund Regular Plan - Growth | Quant Mid Cap Fund-Growth |
Market Cap
| Scheme Name |
Sundaram Mid Cap Fund Regular Plan - Growth |
Quant Mid Cap Fund-Growth |
|---|---|---|
| Others | 6.38 | 10.44 |
| Mid Cap | 65.33 | 70.05 |
| Large Cap | 15.27 | 19.52 |
| Small Cap | 13.03 | - |
Sector Allocation
| Scheme Name |
Sundaram Mid Cap Fund Regular Plan - Growth |
Quant Mid Cap Fund-Growth |
|---|---|---|
| Others | 5.37 | 10.44 |
| Industrials | 14.82 | 20.21 |
| Healthcare | 11.03 | 10.17 |
| Basic Materials | 9.99 | 14.83 |
| Consumer Cyclical | 18.88 | 6.68 |
| Real Estate | 3.43 | - |
| Energy | 1.7 | 11.18 |
| Financial Services | 19.52 | 3.93 |
| Communication Services | 3.32 | 7.08 |
| Consumer Defensive | 3.4 | 13.29 |
| Utilities | 2.1 | 1.52 |
| Technology | 6.45 | 0.67 |
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